Matthew Ruzicka
Investment adviser representative at Edward Jones
13 yearsExperience
2 statesRegistered in
$1TFirm assets
62 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Edward JonesAug 2026 to now
- Stifel, Nicolaus & Company, IncorporatedMay 2024 to Jul 2026
- Charles Schwab and Co., Inc.Jul 2021 to May 2024
- TD Ameritrade, Inc.Jul 2021 to May 2024
- Midland OpticalDec 2019 to Jan 2020
- Missouri State UniversityAug 2017 to May 2021
- Auto SPAAug 2016 to Dec 2018
- Pasta HouseMay 2016 to Nov 2016
- Oakville High SchoolAug 2013 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 2 states (MO, TX).
Edward Jones
Legal name: Edward D. Jones & Co., L.P.
$1TAssets managed
4,069,320Clients
24,099Advisers
62 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7411124
- Firm CRD
- 250